-35.6%
XBTY vs VOO
+30.8%
-66.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.1% |
| 7D | -0.6% | -0.6% | -0.1% | -0.3% |
| 30D | -2.1% | -3.6% | +1.6% | +1.1% |
| 3M | +4.1% | -2.7% | +6.9% | +6.5% |
| 6M | -6.9% | +2.2% | -9.2% | -10.0% |
| YTD | -18.3% | +10.9% | -29.2% | -28.1% |
| 1Y | -27.7% | +11.3% | -39.0% | -36.6% |
| All | -35.6% | +30.8% | -66.4% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling